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Technology Stocks : Intel Corporation (INTC)
INTC 35.52-1.2%3:59 PM EST

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To: Paul Engel who wrote (49019)2/27/1998 2:04:00 PM
From: Jim Patterson  Read Replies (2) of 186894
 
IBM stupid,
Don't you read.
IBM will have Wafer starts in the 3rd Q 98 for AMD K# chips.
That would imply that AMD will have more chips to sell in 2H 98.
BTW that is the time that INTC is supposed to experience a return to their normal 20-40% growth rate. You know, the reason the stock has gone from 70 to 90 in the past 8 weeks.

Add in rummors (key word "rummors") AMD is getting better yields at .25 than .35

Jim
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